UKG Logo

UKG

Lead Financial Analyst

Posted 8 Hours Ago
Be an Early Applicant
Remote
Hiring Remotely in United States
106K-135K Annually
Senior level
Remote
Hiring Remotely in United States
106K-135K Annually
Senior level
Serves as the primary finance partner to GTM and Marketing leadership. Leads headcount planning, budgeting, forecasting, expense management, and financial modeling. Analyzes performance against plan, provides strategic recommendations, supports annual planning and monthly close, and improves reporting processes. Partners with Corporate FP&A, Sales Finance, HR, and business leaders on resource allocation, cost optimization, and operational alignment.
The summary above was generated by AI

Why UKG:    

At UKG, the work you do matters. The code you ship, the decisions you make, and the care you show a customer all add up to real impact. Today, tens of millions of workers start and end their days with our workforce operating platform. Helping people get paid, grow in their careers, and shape the future of their industries. That’s what we do.  

We never stop learning. We never stop challenging the norm. We push for better, and we celebrate the wins along the way. Here, you’ll get flexibility that’s real, benefits you can count on, and a team that succeeds together. Because at UKG, your work matters—and so do you. 
Job Responsibilities
• Serve as the primary finance business partner to GTM and Marketing leadership, providing decision support on headcount investments, expense management, and resource allocation
• Lead GTM headcount planning, including budgeting, forecasting, and tracking against targets in partnership with HR and business leaders
• Analyze financial performance versus plan, delivering insights on key drivers and actionable recommendations to senior stakeholders
• Build and maintain financial models to support scenario planning and strategic decision-making for GTM investments and growth initiatives
• Drive expense discipline by monitoring spend trends and identifying opportunities for cost optimization and efficiency improvements
• Partner cross-functionally with Corporate FP&A, Sales Finance, and HR to ensure alignment across planning, reporting, and operational processes
• Support annual planning (AOP), monthly close, and corporate reporting deliverables, while continuously improving forecasting and reporting processes
Skills / Qualifications
• Strong experience supporting business leaders in a finance business partnering role
• Demonstrated expertise in forecasting, budgeting, and financial modeling
• Experience managing headcount planning and Opex for a Marketing or GTM organization
• Advanced Excel / financial modeling skills
• Self-starter with the ability to manage processes independently under general supervision
Education/Certification/License
• Business Degree in Finance, Accounting, or related field
• 5+ years of experience in Go To Market Finance, Strategic Planning, Operations Finance, or FP&A

Company Overview:  

UKG is the Workforce Operating Platform with unified HR, payroll, and workforce management, built to solve the unique challenges of frontline work. Powered by people-first AI and decades of labor data, UKG turns workforce intelligence into real-time decisions around staffing, pay, compliance, and productivity, enabling every worker to confidently take action as work happens. That’s why more than 80,000 organizations worldwide trust UKG to run their workforce — not just manage it. Learn more at ukg.com. 

Equal Opportunity Employer     

UKG is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, disability, religion, sex, age, national origin, veteran status, genetic information, and other legally protected categories.  

View The EEO Know Your Rights poster        

UKG participates in E-Verify. View the E-Verify posters here.   

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.  

Disability Accommodation in the Application and Interview Process 

For individuals with disabilities that need additional assistance at any point in the application and interview process, please email [email protected].  

The pay range for this position is $105,800 to $135,000. The actual base pay offered may vary depending on skills, experience, job-related knowledge and work location. In addition to base pay, employees may be eligible to participate in a performance-based bonus plan and to receive restricted stock unit awards as part of total compensation. Learn more about UKG’s benefits and rewards at https://www.ukg.com/about-us/careers/benefits 

UKG San Francisco, California, USA Office

456 Montgomery St. , San Francisco, United States, 94104

Similar Jobs

8 Hours Ago
Remote
United States
106K-135K Annually
Senior level
106K-135K Annually
Senior level
HR Tech
Leads FP&A activities for G&A functions, including annual planning, forecasting, financial reviews, long-range planning, financial modeling, investment analysis, and executive reporting. Partners with business leaders to evaluate resource allocation, risks, opportunities, and strategic initiatives. Drives process improvement through automation, AI-enabled tools, and Power BI while delivering actionable insights and supporting data-driven decisions.
Top Skills: Ai-Enabled Financial ToolsExcelPower BI
16 Days Ago
In-Office or Remote
14 Locations
86K-139K Annually
Senior level
86K-139K Annually
Senior level
Healthtech
Leads financial and business analysis projects, including forecasting, trend analysis, financial reporting, variance analysis, and ad hoc research. Develops and maintains spreadsheets and databases, prepares reports and presentations for management, provides recommendations based on findings, and coordinates cross-functional projects through completion. Communicates project status, interprets financial and statistical data, and supports improvements to accounting, reserves, assets, and expenditures.
Top Skills: Microsoft AccessExcel
20 Days Ago
Remote
USA
110K-181K Annually
Senior level
110K-181K Annually
Senior level
Other • Social Impact
Lead financial business partnering for Product and Technology, advising executives on investment tradeoffs, budgets, forecasts, CAPEX, headcount, vendor spend, and technical accounting. The role includes financial modeling, reporting, variance analysis, dashboard development, executive presentations, analyst mentorship, and process improvement across a $100M-plus technology budget.
Top Skills: Ai/MlCloud InfrastructureData Center InfrastructureData EngineeringWorkday Adaptive Planning

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account